+601.0%
AXTI vs IAU
+138.0%
+463.0%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -1.7% | -4.4% | -5.6% |
| 7D | +15.1% | -3.4% | +18.5% | +16.2% |
| 30D | -12.3% | -1.1% | -11.2% | -11.9% |
| 3M | -24.1% | +5.8% | -30.0% | -24.8% |
| 6M | +46.0% | -16.9% | +63.0% | +49.4% |
| YTD | +295.7% | +0.1% | +295.6% | +280.8% |
| 1Y | +1,825.6% | +18.4% | +1,807.2% | +1,676.7% |
| 3Y | +2,630.0% | +123.6% | +2,506.4% | +1,928.7% |
| 5Y | +601.0% | +138.7% | +462.2% | +380.3% |
| All | +601.0% | +138.0% | +463.0% | +380.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded IAU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling